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NewEdge Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

NewEdge Advisors’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12
Closed -$305 – 3958
2024
Q1 		$305 Hold
12
– – ﹤0.01% 3640
2023
Q4 		$323 Hold
12
– – ﹤0.01% 3571
2023
Q3 		$330 Hold
12
– – ﹤0.01% 3287
2023
Q2 		$323 Hold
12
– – ﹤0.01% 3355
2023
Q1 		$359 Hold
12
– – ﹤0.01% 3272
2022
Q4 		$0 Buy
+12
New +$292 ﹤0.01% 4173

Other funds holding PGJ

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

NewEdge Advisors's PGJ Position: Q2 2024 in Review

NewEdge Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2024, closing a stake of 12 shares — an estimated $305 sold.

NewEdge Advisors first reported a position in PGJ in Q4 2022 and held it in 6 quarters. The position peaked at $359 in Q1 2023. 41 funds tracked by Wall St. Rank hold PGJ as of Q2 2024.

  • NewEdge Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 12 Invesco Golden Dragon China ETF shares in Q2 2024, an estimated $305.
  • NewEdge Advisors first reported a position in Invesco Golden Dragon China ETF in Q4 2022 and held it in 6 quarters.
  • NewEdge Advisors's Invesco Golden Dragon China ETF position peaked at $359 in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.